Give Your Clients a Portal That Runs the Admin for You.

A branded, self-service portal on your own domain where clients accept proposals, pay invoices, manage subscriptions, sign contracts, and submit reports themselves. Every action syncs back to Enlivy in real time.

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Give Your Clients a Portal That Runs the Admin for You.

Your brand

On your domain

Passwordless

One-time email code

Real-time

always in sync

THE ADMIN TRAP

Stop Running Your Client Admin Over Email

Chasing approvals, resending documents, and marking invoices paid by hand is work that should not be yours.
Here is what it looks like today.

  • Approvals lost in the inbox

    Proposals sent as PDFs, deposits promised “next week,” contracts buried in an email thread. Every deal needs a follow-up just to move forward.
    Enlivy centralizes everything.

  • Payments you have to chase

    You mark invoices paid by hand, wait on transfers, and send reminders. Getting paid takes more of your time than doing the work.

  • Support tickets for simple changes

    “Can you resend the contract?” “Change my card.” “Pause my plan.” Every small request lands in your inbox and waits on you.

  • A relationship spread across tools

    Invoices in email, contracts in a drive, documents who-knows-where. Clients cannot find anything without asking you first.

One Branded Home for the Whole Client Relationship

WHAT IT IS

The Enlivy customer portal is a secure, on-brand web app you give to your clients. Instead of chasing approvals and payments over email, you send a link.

Clients log in to a portal that looks like your business and handle the admin themselves.

  • Clients view and pay invoices, accept and pay for proposals, and manage subscriptions

  • They sign contracts, download receipts and documents, and submit reports

  • Every action flows straight back into your Enlivy workspace in real time

  • No double entry, nothing to reconcile by hand

WHY IT MATTERS

Less Admin for You, More Control for Them

The portal turns the back-and-forth that used to land in your inbox into something clients handle themselves, in two clicks.

  • Get paid faster

    Clients pay invoices online with a card on file, and can accept and pay for a proposal in a single flow. No more “I’ll send the transfer next week.”

  • Kill the admin back-and-forth

    Clients self-serve what used to land in your inbox: downloading invoices and receipts, updating billing details, retrieving a contract.

  • Look bigger and more professional

    The portal carries your logo, your colors, and your own domain. Clients experience your brand, not a third-party tool.

  • Lower churn, fewer tickets

    Clients change their own card, upgrade, pause, or cancel on their own terms. Friction that caused failed renewals becomes self-service.

  • One home for everything

    Contracts, documents, guidelines, playbooks, e-invoices, and report forms all live in one place clients can return to anytime.

  • Everything stays in sync

    A client paying, accepting, or updating their profile updates your Enlivy workspace instantly. No exports, no re-keying.

Your Brand, Your Domain, Zero DevOps

MAKE IT YOURS

The portal feels like a native part of your business, because it is built from your brand.

No third-party logos, no generic login screens, no friction for your clients.

  • Your branding:

    the portal pulls your logo, icon, and brand colors straight from your Enlivy workspace.

  • Your own domain:

    run it on a custom domain with automated DNS and SSL verification, or use a ready-to-go Enlivy subdomain.

  • Frictionless login:

    clients sign in with their email and a one-time code, no passwords to manage. Magic links give instant access from an email.

  • Private by design:

    every client sees only their own invoices, proposals, contracts, and documents, scoped to your organization.

SELF-SERVICE

Everything Your Clients Can Do Themselves

From accepting a proposal to signing a contract to filing a report, clients handle it in the portal,
scoped to exactly what you allow them to see.

  • Proposals & quotes
    • View proposals with line items and totals
    • Accept or reject online
    • Complete their own billing details before paying
    • Pay by transfer or card right after accepting
  • Invoices & Payments
    • See all invoices, paid and unpaid
    • Download each as a PDF or e-invoice file
    • Pay an unpaid invoice in one click
    • Manage saved cards securely via Stripe
  • Subscriptions
    • View active subscriptions and what is coming up
    • Change the card a subscription bills to
    • Reconfigure and preview the change first
    • Pause, resume, or cancel at period end
  • Contracts
    • View and download contracts as PDFs
    • E-sign through a guided signing flow
    • Email or SMS verification on every signature
    • A full notification and audit trail
  • Documents & e-invoices
    • Open and download guidelines and playbooks
    • Full revision history on shared documents
    • Retrieve PEPPOL e-invoices on demand
    • The XML, the PDF, and the signature file
  • Reports & account
    • Fill in and submit your custom report forms
    • Save drafts and review past submissions
    • Maintain their own billing profile
    • A billing readiness check flags missing details

IN PRACTICE

What It Looks Like for Your Clients

Real moments where the portal turns a multi-day, multi-email task into something that happens in one sitting.

  • Proposal to paid in one sitting

    You send a proposal link. Your client opens it, reviews the scope and price, accepts, fills in their billing details, and pays the deposit by card, all in one flow. The project is funded before they close the tab.

  • The self-service renewal that didn't churn

    A retainer client’s card is about to expire. Instead of emailing you, they log in, add a new card, set it as default, and their next charge goes through untouched. A save that never became a support ticket.

  • Contract signed before the kickoff call

    You share a contract link. The client verifies by email, signs electronically, and downloads their copy. You have a legally captured, audited signature waiting when the call starts.

  • The tidy month-end

    A client needs last quarter’s invoices and receipts for their accountant. They log into the portal, download the PDFs and e-invoices themselves, and you never touch your inbox.

  • Stays free for as long as you use it


HOW IT WORKS

Live in Four Steps

Your brand is already in Enlivy, so the portal is mostly ready the moment you turn it on.

1

Turn on Branding

Your logo, icon, and colors already live in Enlivy. Add a custom domain in settings, or use a branded subdomain out of the box.

2

Give a client access

Send a proposal or contract and the recipient is onboarded automatically, or invite a client directly. They log in with an email code.

3

They self-serve

Clients accept proposals, pay invoices, manage subscriptions, sign contracts, grab documents, and submit reports.

4

Open up only what you want

Documents, reports, and project access are permissioned, so each client sees exactly what is intended and nothing more.

Hand Your Clients the Keys to Their Own Admin.

Give clients a branded portal where they accept, pay, sign, and self-serve, while everything syncs back to you. Start free, no card required.

Works together with

  • Guidelines

    Document best practices and policies in one place. Keep your team aligned with clear, accessible guidelines.

    Learn more

  • Invoices

    Create a compliant invoice in seconds, send it, and watch it link itself to the contract, payment, and bank transaction it belongs to. EU…

    Learn more

  • Network Exchanges

    Send and receive e-invoices automatically, straight through ANAF eFactura today, with PEPPOL and other EU platforms on the same rails. Incoming invoices pull in…

    Learn more

  • Payslips

    Build a payslip template once with the fields your business needs, then generate payslips for every employee in minutes. Each one links to its…

    Learn more

  • Playbooks

    Design, execute, and refine step-by-step procedures for any workflow. Ensure consistency, reduce errors, and guide your team through repeatable tasks with built-in structure and…

    Learn more

  • Prospects

    Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.

    Learn more

  • Reports

    Replace scattered updates in chat and email with structured reports your team fills in on schedule. You define the questions once with a reusable…

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  • Receipts

    Receipts gives you a structured record of every payment, money in and money out: linked to your invoices and contracts, with your cashflow always…

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  • Users

    Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access with full audit trails for compliance.

    Learn more